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We're different from most financial planning investment advisory firms because we take pride in offering... |
Our only source of remuneration for our specialist consultancy services are our fully disclosed advisory fees, with all commissions received for investments placed being rebated back to our clients. This means you know exactly what you are paying.
The traditional model of combining brokerage and fee-based compensation clearly compromises the objectivity of advice.
Bradley Nuttall is privately owned company and enjoys total independence in the marketplace. It is not aligned with, controlled or influenced by any bank, insurance company or fund manager. This is different to most firms offering advice.
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We also provide you with:
Our clients receive simply stated, readable reports detailing performance, plus all fees, expenses and rebates by source.
Reporting
Every quarter, you will receive hard copies of your portfolio statements outlining your investment performance, as well as relevant market information.
If you have more than one account within your portfolio we're pleased to offer consolidated reporting.
The ability to view your investments as a whole provides the valuable big picture, rather than taking a piecemeal approach.
Comprehensive tax reporting is provided by the custodial platform, a huge help to you or your Accountant when filing your tax returns.
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